To use this type of integration, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.
About Zapier integrations
In this guide, we will be taking a look at integrating Salesforce and Trustmary via Zapier. Before you start creating integrations with Zapier, we recommend you take a look at our general Zapier integration guide to learn how the basic process of integrating your apps works with Zapier.
Trigger events (from Salesforce to Trustmary)
Having Salesforce as the trigger in Zapier enables you to transfer data from Salesforce to Trustmary. When using Salesforce as the trigger in Zapier, you will have access to several trigger events that can be used to launch the set functions. The trigger events include for example, New Record, Updated Record and New Outbound Message. The full list of the triggers can be found in the video below.
Action events (from Trustmary to Salesforce)
Having Salesforce as the action in Zapier enables you to transfer data from Trustmary to Salesforce. When using Salesforce as the action in Zapier, you will have access to several action events that can be set for the app to perform when triggered. The action events include for example Create Record, Add Contact to Campaign and several different Searches. The full list of the actions can be found in the video below.
Zapier template: Create/Update Trustmary contacts from new or updated records in Salesforce
The most simple way of creating or updating Trustmary contacts from Salesforce is by using our Zapier template designed specifically for this. This template has most things already configured to make the setup a bit easier.